Client Follow Up Form

This form is used by ORA staff and caseworkers to update a client’s file during a phone call or check-in.

Case Worker Name:

Follow Up Date:

Free Text

Client Information

Client First Name:

Client Last Name:

How are you doing:

Are you still living at the same address:

If NO, what is your new address:

How are you currently supporting yourself:

Have you found employment:

If you found employment, who is the employer:

What is your pay:

Do you have your Drivers Licence:

Have you been seeking employment:

Have you access the ORA's Resource hub?

Have you done in any other training programs or educational upgrades:

If YES, what training programs or educational upgrades:

Have you opened up a tax receiving account (TFSA)?

Have you opened up a registered retirement savings plan (RRSP)

Have you opened up a Registered Education Savings Plans (RESP)

Other details: